Institutional Ownership
Sterling Cap Fds
CUSIP 85917K470NATIONAL MUNI BDQ1 2026
Institutional Holders
27
13F filers
Shares Held
7.68M
Aggregate institutional
Institutional Value
$190.96M
Q1 2026
Net New Holders
+27
27 new · 0 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions27
Increased0
Decreased0
Sold out0
Institutional Holders
27 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ae Wealth Management LLC | 3.57M | $88.86M | +3.57M | New |
| 2 | Lloyd Advisory Services, LLC. | 1.28M | $31.78M | +1.28M | New |
| 3 | Kingdom Financial Group LLC. | 1.28M | $31.78M | +1.28M | New |
| 4 | Lifewealth Investments, LLC | 291.0K | $7.23M | +291.0K | New |
| 5 | Arcadia Wealth Management, LLC | 220.4K | $5.48M | +220.4K | New |
| 6 | Smart Wealth LLC | 191.3K | $4.76M | +191.3K | New |
| 7 | Networth Advisors, LLC | 115.0K | $2.86M | +115.0K | New |
| 8 | Truist Financial Corp | 109.6K | $2.72M | +109.6K | New |
| 9 | Envestnet Asset Management Inc | 109.6K | $2.72M | +109.6K | New |
| 10 | Howard Bailey Securities, LLC | 101.3K | $2.52M | +101.3K | New |
17 more institutional holders on Premium
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